Retail Branch Banking-current Account Sales Officer

5 days ago

Bareilly Uttar Pradesh, India HDFC Bank Full time

Department- Branch Banking- Job posted on- Feb 22, 2024- Employee Type- Permanent-Sales Vertical- Experience range (Years)- 3 years - 5 years**Group Company**: HDFC Bank Limited

**Designation**: Retail Branch Banking-Current Account Sales Officer

**Position description**: Outbound Sales Resource responsible for sourcing business from the market and responsible for fulfilling of leads of Branch Staff

**Primary Responsibilities**:

- Outbound Sales Sourcing:

- Quality new acquisition on CASA for Resident/Non
- Resident accounts through Catchment Working, Cold Calls, Referrals, Working on the internal databases
- Strive to get Values in the Accounts Opened by Self
- Meet the defined productivity norms for Self Sourcing
- Adherence of KYC/AML in true spirit while acquisition of new accounts
- Fulfillment of Leads:

- Help to fulfill the CASA leads generated by other verticals
- Adherence to the laid down TAT guidelines so as to meet the commitment made to customers
- Cross-Sales:

- Generate cross sales of key products like FD RD/Auto Loans/Personal Loans/Business Loans/ Consumer Durables etc
- Business Hygiene: Welcome Kit Management by not keeping any kit in custody without recording at branch
- Right Sourcing of Customers
- Value Enhancement by Regular Contact with Customers
- Contribute to the cause of the Branch

**Additional Responsibilities**:

- Take Part in conducting Pormotional activities for souricng Current Acocunt in and around the Branch Catchment

**Educational qualifications preferred**
- **Category**: Bachelor's Degree, Master's Degree

**Required work experience**
- **Industry**: BFSI
- **Role**: Fresher/Sales
- **Years of experience**: 0 to 1

**Required Skills**:

- Sales Skills
- Intend to work in the Open Markets
- Good Communication Skills
- Staff with IRDA / AMFI certification will be preferable (Not Mandatory)

**Other**:

- Reporting Designation: Sr. BSM/ BSM OR BM/PBA/BOM (where BSM is not mapped)
- Reporting Department-Sub BU: Branch Banking

**Other details

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